Client Online Studio Login

(Helpfile is below, scroll down)

 
 

Client Studio Helpfile

12 Things About Our Online Design Studio

We use the Online Design Studio to create, edit, and manage your project with us. Contained within are your before images, inspirations, products, and design drawings.If you're stuck, we are always available to help you by telephone at 604-565-2150

1. Email Invite & Password

When first gaining access to our Online Design Studio, you will receive an email with your log-in and password. To bookmark the Studio, type <cmnd> <d> on your keyboard and configure your browser or navigate to the URL studio.coreyklassen.ca (we made that pretty easy.)

Click image to view

 

2. Your Dashboard

Once logging in you will be on your Dashboard. You will see quick links to projects, latest messages, the message icon, and personal settings.

To change your settings, there will be a person icon on the top right and selecting this is where you can customize some options and notifications.

Click image to view Dashboard

 

3. Viewing Your Projects

Within every Project is a Space. It's done this way because some clients work room-by-room with us in phases while large projects will only have 1 space.

To access your Space:

  1. Find heading called “Quick Links”
  2. Select “View Your Projects”
  3. Select your Project name
  4. Navigate to your space

Click image to view Spaces

 

4. Navigating Projects

Projects contain Project Information, Contracts, Invoices (and payments), and a list of spaces. This is the top level of every residence/address for projects or phases with us.

Click image to view Project vs. Spaces

 

5. Navigating Spaces

Spaces contain, Notes (and checklists), Estimates & Proposals, Products, Deliverables (Drawings and 3Ds) and a Mood Board. This will generally be listed as your project address or listed by space in phases.

Click image to view Spaces

 

6. Messaging *This area is important*

Messages are sent from both the project level and space level. If we are working on a large project with you (as in, it is unlikely that there are other phases for this project) we prefer to message this top level. If we are working in multiple phases, we will message underneath each space. You will be able to view the different.

Access Messages by using the chat icon and a window overlay will open.

There is no reply button for messages and the Subject field is options. Please keep in mind that this does not function like email but the message does save as you are typing it so you can navigate back and forth.

 Messaging is done at the Project level by selecting Chat Bubbles. Messages can be viewed from the Project level ONLY.

Messaging is done at the Project level by selecting Chat Bubbles. Messages can be viewed from the Project level ONLY.

Messaging done at the Space level by selecting Chat Bubbles does not automatically roll-up to the Project Level. These Messages can be viewed from the Space level ONLY. (Click to enlarge)

 

7. Notes & Checklists

You may also notice from time to time that the CKID Team has added checklists in your Notes within a Space. Sometimes these are viewed and editable by you, sometimes just viewable. If there’s a little pencil icon at the top of the note, it means it is available for you to check off or make edits to. If there is no pencil icon, it means you can view only.

 Checklists or other items are available to view in Notes. Different colours depend on urgency with red being the most important.

Checklists or other items are available to view in Notes. Different colours depend on urgency with red being the most important.

 

8. Uploading Images & Files

From within your Space, you can communicate ideas, measure files, or inspiration images with us by uploading documents and images. File sizes are limited to a maximum of 10MB and 6 files and Measures accept a variety of file types including documents, spreadsheets and AutoCAD files.

If you can not locate the "Add Image" or "Add Files" tool, we have not turned this feature on for you. Please contact us to have it made available.

 Navigate to "Space Info" and look for the "Add Image" or "Add File" text, select that.

Navigate to "Space Info" and look for the "Add Image" or "Add File" text, select that.

Uploading Images varies by type. (Click to enlarge)

 

9. Printing Your Space

Printing is available at the Space level. If you would like to print/save a PDF copy of your Project click on the "Print View" button in the top right corner of the page when in a Space. You have the option to select what you want to print (or save as a pdf.) Once you’ve selected which sections you’d like, click on the Print button and select a printer or “Save as PDF” or send directly to the printer you have set up.

 Print (to save a PDF) from the top bar.

Print (to save a PDF) from the top bar.

 Turn on/off what you'd like to print.

Turn on/off what you'd like to print.

 

10. Flagging Products & Approvals

Products are accessed from within a Space. In order to finalize design plans, we'll ask you to approve the Products List. If you prefer to revise an item, please click on the little flag, select your reason, then click “Revise Product” and the Design Team will receive a notification.

Note: The number of revisions you will receive is limited to 3 times. We can not continually revise products over and over because this is a waste of time and after 3 times, hourly charges will apply. We'd rather focus on sourcing based off your Inspiration Images so please make sure you have those uploaded for us.

Approving Products in your Shopping List is now easier than before. (Click to enlarge)

 

11. Accepting Our Contract

The Contract can be found in the main Project section beneath the “Project info” tab. To access this menu, you will need to click on the main Project title. If you are working in a Space and want to get back to this menu, you can click on the name of the project on the top of the project menu.

To accept this Contract, you will need to click “Accept Contract” and enter your name and log-in email address. If there are two contacts assigned to the Project, such as a partner or spouse, they will also need to accept.

 Always read contracts from top to bottom before accepting.

Always read contracts from top to bottom before accepting.

 

12. Invoices & Payments

You will may all payments for your Project (products and services) via our Online Design Studio. Each payment will have an invoice attached to it so you can download it for your records. Payments are processed by Stripe and subject to their Terms & Conditions. You can find more about that here.

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